Family
My wife and soulmate Courtney has made me feel better than I really am, the rudder of our ship navigating our compass to True North!
Our young adults Charlie, Jack, Addie, and Georgia the fabric of our souls.
Our family loves to spend time together on the St. Lawrence River and in New Orleans where Courtney and her family were raised. We enjoy fishing, hiking, birdwatching and traveling together.
Professional
Jeff Zoller followed in the footsteps of his father, who began his career with the Northwestern Mutual in 1957, by becoming a Financial Representative in 1989. After seven years with The Stone Network Office in Boston, Jeff returned to Central New York, where he was brought up, and became Managing Director of the local district network office. In March 2010, Jeff stepped down as the Managing Director to concentrate on the relationships that he has developed with his clients throughout his 33-year career. We are vested in helping our friends and clients understand that time is their biggest resource.
The elder Zoller always taught Jeff, “work hard and do the right thing”, and these values are at the heart of his philosophy. Our financial planning practice has developed its own network of specialists, captured many company and industry rewards, and continued to grow. Jeff, his father, and his sister, Holly Gigliotti, together have more than 125 years of experience with Northwestern Mutual.
Qualifications
Jeff Zoller has earned the Chartered Life Underwriter (CLU®) professional designation, which is one of the highest level of studies in the life insurance profession.
Years of Experience
Representing Northwestern Mutual since 1990.
Education
Hartwick College - Environmental Science (Bachelor of Arts)
Associations and Memberships
Jeff Zoller is the past President of the Mohawk Valley's local chapter of the National Association of Insurance and Financial Advisors, as well as a member of the Mohawk Valley Life Underwriters Association.
Jeff Zoller is also a former member of the Empire State Forest Products Association (ESFPA), www.esfpa.org. As a member of the ESFPA, Jeff has taken an active role in promoting the health and management of New York’s forests and improving the business climate of the forest products industry.
In addition, Jeff Zoller is active with the New York State Motor Truck Association, www.nytrucks.org, and the International Milk Hauler Association (IMHA), www.milkhauler.org, where he helps their members with financial services as well as business success planning and employee benefits.
Awards and Recognition
- Million Dollar Round Table Life Member (2015-2018)
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- Million Dollar Round Table Qualifying Member (2000-2008)
- Million Dollar Round Table Qualifying/Life Member (2009-2014)
- National Association of Insurance and Financial Advisors Quality Award (2011-2014)
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award (1993, 2002-2006, 2008-2010)
- Award recognizing persistency and performance
- National Sales Achievement Award (1996)
- Award recognizing performance
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Ducks Unlimited
A past president of the Charles River Chapter, Mass Marsh chairman, District State Chairman, and a member of the Feather Society with wife Courney.
Rescue Mission
Helping our hungry and struggling neighbors.
Here are my areas of expertise
Advisory Services
Business Planning & Succession
Business Risk Management
Insurance Protection Strategies
Business Employee & Executive Benefits Planning
Life Insurance Strategies
Retirement Planning & Income Strategies
Disability Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
